+1,209.8%
MET vs CPB
+50.2%
+1,159.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -0.4% |
| 7D | +1.2% | -8.6% | +9.7% | +4.2% |
| 30D | +1.4% | -7.2% | +8.7% | +3.7% |
| 3M | +17.7% | +0.9% | +16.8% | +16.3% |
| 6M | +35.0% | -11.8% | +46.8% | +39.3% |
| YTD | +26.3% | -19.4% | +45.7% | +34.1% |
| 1Y | +22.8% | -30.4% | +53.2% | +36.8% |
| 3Y | +65.9% | -40.2% | +106.1% | +90.8% |
| 5Y | +85.4% | -39.5% | +124.9% | +108.3% |
| 10Y | +253.7% | -47.4% | +301.1% | +292.4% |
| All | +1,209.8% | +50.2% | +1,159.6% | +709.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling